Corey Vertich, co-founder and principal of Uhler Vertich White Advisors, has been named to Forbes’ 2026 Best-In-State Wealth Advisors list.
FORT MYERS, Fla. (April 22, 2026) — J. Corey Vertich, CFP®, co-founder and principal of Uhler Vertich White Advisors, has been named to Forbes’ 2026 Best-in-State Wealth Advisors list, an annual ranking recognizing top financial advisors across the country.
“This recognition reflects the trust our clients place in us and the care our team brings to helping families plan for the future,” said Vertich. “Our work is centered on helping clients build confidence around the decisions that matter most, from preserving wealth to preparing the next generation.”
Vertich has more than 35 years of experience in financial planning and wealth management. He began his career in 1989 and earned his CERTIFIED FINANCIAL PLANNER® certification in 1994. A graduate of Barry University, he has served in leadership roles within the profession, including as former president of the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida. He also remains active in the community through the United Way of Lee, Hendry and Glades Counties and the Kiwanis Club of Iona McGregor. An Eagle Scout, he is also a life member of the National Eagle Scout Association.
Uhler Vertich White Advisors, an independent registered investment advisory practice founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The advisers assist families in becoming and remaining financially independent with comprehensive plans designed to help maximize income, minimize taxes, and defend against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Forbes Top Wealth Advisors Best-in-State
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit www.forbes.com/best-in-state-wealth-advisors for more info.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.83 trillion as of Feb. 28, 2026. Additional information is available at raymondjames.com.